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TWIN AXES OF INDIA’S AI FUTURE: NUCLEAR AND RENEWABLES

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An ecosystem built for digital‑era competitiveness. India stands at a critical juncture in its energy evolution. As one of the world’s fastest‑growing economies, the focus is shifting toward dependable, low‑carbon power at scale. AI accelerates this urgency: data centres already consume about 1.5 GW and could reach 10 GW by 2030, with cooling alone accounting for nearly 40% of their electricity use. Electricity reliability is becoming the invisible currency of the next economy. While renewables are expanding—high oil and gas prices have supercharged their adoption—nuclear energy is emerging as a strategic pillar. It can provide firm baseload power that complements solar, wind, and storage. India’s ambition to scale nuclear capacity to 100 GW by 2047 signals a decisive shift: from projects to architecture. International agreements embed nuclear into India’s strategy. The July Australia–India Summit activated safeguarded uranium exports under IAEA monitoring—critical since India remains outside the Non‑Proliferation Treaty. In March, Canada committed nearly 22 million pounds of U3O8 over the next decade to India’s expanding reactor fleet. Kazakhstan’s Kazatomprom and India’s Department of Atomic Energy signed a $4 billion contract, backed by 92.9% shareholder approval—among Asia’s largest uranium supply deals. These accords strengthen energy security, economic ties, and geopolitical diversification. Policy reforms, regulatory strengthening, and capital allocation under the National Nuclear Energy Mission are extending nuclear into new domains. Emerging technologies such as Bharat Small Reactors promise distributed and industrial applications, making nuclear a versatile systems enabler. Storage remains crucial. The Central Electricity Authority projects 174 GW of storage by 2035–36, balancing renewables and nuclear into a coherent ecosystem. Realising this vision will require bankable financing and coordinated ecosystem development—where global partners contribute not just capital and technology, but also knowledge and innovation. AI requires electricity every second. Renewables bring scale, storage adds flexibility, and nuclear enables systems redesign—offering firm power that anchors the grid. Together, they form the architecture of India’s energy future: an ecosystem built for competitiveness in the digital era.